Lockton · 14 hours ago
Account Executive - Commercial Lines
Dallas, TX
Full-time
Onsite
Senior Level
7+ years expLockton is a leading insurance brokerage firm, and they are seeking an Account Executive to maintain and enhance relationships with existing clients. The role involves providing strategic planning and consulting advice, overseeing issue-resolution, and generating new business opportunities.
Auto InsuranceInsuranceRisk Management
No H1B
Responsibilities
Maintain and enhances Lockton’s relationships with existing clients by executing proactive, creative, and on-going contact initiatives
Proactively understand the requirements and needs of a client account
Provide strategic planning and consulting advice to clients including the production of Requests for Proposal, coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations
Consult with clients to review investment options, bender services, fees, strategies, and goals
Consult regularly with clients to review large claims, abnormal utilization results, and monthly claims experience
Assist in the establishment and attainment of revenue goals for existing and new business
Provide input in the development and implementation of policies and procedures, as well and operating and strategic plans within area of specialty
Develop and maintain dependable working relationships with carriers, broker servicing networks, and other providers
Oversee issue-resolution between client and the vendor
Coordinate market selection for new and renewal business on designated accounts
Initiate new business report activities
Generate new business opportunities through cross-selling
Negotiate program terms and costs
Assist with the coordination of day-to-day administrative activities among those servicing the client’s account
Provide information, concepts, techniques, and programs to department associates to improve and enhance working knowledge
Mentor and train junior-level staff
Qualification
Required
Minimum of seven (7) years of casualty insurance brokerage experience, casualty underwriting experience, and/or account handling experience
In-depth knowledge of casualty coverages and policy language
Working knowledge of Microsoft Office Products (Word, Outlook, Excel, and PowerPoint)
Excellent verbal and written communication skills, including the ability to successfully present data
Ability to understand and utilize industry-specific trends and governmental regulations
Focused on personal and team development with the ability to complete continuing education requirements, as needed
Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
Strong organizational, multi-tasking and negotiation skills
Flexibility to work outside of normal business hours to effectively service client and/or business needs
Ability to travel, as needed/requested
Legally able to work in the United States
Preferred
Bachelor's Degree in Risk Management, Business Administration, or related field
Completed CPCU, CRIS or other industry specific designations
Company
Lockton
Lockton provides risk management and insurance services.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mohammad Al Abdul Jabbar
Chief Executive Officer
Scott Bastian
Senior Vice President
Recent News
Channel NewsAsia
2025-09-23
FF News | Fintech Finance
2025-04-19
Company data provided by crunchbase